Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$789,660
+25.2%
17,432
+30.4%
0.01%
+33.3%
Q2 2023$630,746
+15.4%
13,372
+17.5%
0.01%0.0%
Q1 2023$546,745
+5937.4%
11,376
+5763.9%
0.01%
Q4 2022$9,056
+0.6%
194
+0.5%
0.00%
Q3 2022$9,000193
+2044.4%
0.00%
Q2 2022$090.0%0.00%
Q1 2022$0
-100.0%
90.0%0.00%
Q4 2021$1,000
-93.3%
9
-96.7%
0.00%
Q3 2021$15,0000.0%2700.0%0.00%
Q2 2021$15,000
-99.9%
270
-50.0%
0.00%
Q1 2021$29,548,000
+196886.7%
540
+106.9%
0.00%
Q4 2020$15,000
-55.9%
261
-57.2%
0.00%
-100.0%
Q3 2020$34,000
+70.0%
610
+75.8%
0.00%0.0%
Q2 2020$20,000
-76.2%
347
-77.4%
0.00%
-66.7%
Q1 2020$84,000
+1.2%
1,533
-1.7%
0.00%
+50.0%
Q4 2019$83,000
+88.6%
1,559
+91.8%
0.00%
+100.0%
Q3 2019$44,000
+2.3%
8130.0%0.00%
-50.0%
Q2 2019$43,0008130.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 271,173$14,969,0007.58%
KilterHowling LLC 119,036$6,570,8155.90%
Private Ocean, LLC 510,278$28,167,0003.30%
Atlantic Private Wealth, LLC 59,735$3,297,0002.90%
Stewardship Advisors, LLC 137,934$7,614,0002.74%
Prostatis Group LLC 57,793$3,190,1741.96%
RETIREMENT CAPITAL STRATEGIES 59,654$3,293,0001.21%
Apella Capital, LLC 148,367$8,190,0001.04%
PALLADIEM, LLC 21,372$1,180,0000.95%
GRAND WEALTH MANAGEMENT, LLC 37,955$2,095,0000.94%
View complete list of ISHARES TR shareholders